CONNECT

Address:

155 E Boardwalk, Suite 470
Fort Collins, CO 80525

Phone:

970-225-2001

Fax/Other:

970-225-2095

Our Team

We are a team and network of highly skilled and credentialed financial professionals primarily focused on helping families reach their personal and financial goals as efficiently and timely as possible.  We'll help you determine how much money you need to save; and provide guidance on how to invest wisely.  We help our clients stay on track by working with them and assisting in monitoring their progress– both now and throughout their lifetime.

Our advisors specialize in several areas of financial planning, such as: portfolio development, investment analysis, risk analysis, retirement planning, trust and estate planning, college planning, generation planning, long term care, life insurance, social security, business exit planning, 401(k)'s, pensions and several other key disciplines designed to help you succeed.

 



401k Extra and Dynamic Wealth Advisors Bio's

Francis M. Gillis - 401k Extra owner and Retirement Plan Manager for DWA:

In addition to degrees in Finance and Economics from Regis University, Fran is an Accredited Investment Fiduciary™ (AIF), Qualified Plan Financial Consultant and Professional Plan Consultant™ (QPFC) and Professional Plan Consultant™ (PPC).  Fran has 30 years of experience serving corporate retirement plans and individual's financial needs. Fran and his team provides sponsors with streamlined and comprehensive plan governance solutions.  In his role as the retirement plan manager with Dynamic Wealth Advisors, Fran trains and advises financial advisors and their plan clients throughout the U.S. on retirement plan management issues and fiduciary best practices.

Fran and his team are passionate about providing solutions that: 1.) Reduce sponsor's fiduciary liabilities, 2.) Improve participant's outcomes and 3.) Save sponsors and participants money.  For over 30 years, Fran has been actively involved in coaching youth sports and teaching bible study to students from grade school thru high school.  Fran has also been an active member of Fort Collins Elks lodge and taught Junior Achievement at many levels. Fran loves the outdoors, sports, traveling and spending time with family and friends.


Lucas N. Gillis – Education Specialist and Financial Planning Support:

Lucas Gillis is a native to Fort Collins and studied Zoology at Colorado State University. As Lucas' passion to help others continued to grow, he changed his career focus in 2016 and joined the 401k Extra LLC team in order to pursue a career as a Certified Financial Planner.  The financial services industry provides the perfect opportunity for Lucas to work with corporations and individuals on a personal level.

Lucas currently lives in Fort Collins with his two dogs, a lovable pit-bull rescue and a goofball Akita. He is an avid camper, hiker, fisher, gardener, and enjoys everything Northern Colorado has to offer. If Lucas isn't enjoying the Colorado outdoors he is spending time reading, hanging out with his dogs, or working on his culinary talents with produce from the garden


Jim Cannon – DWA Founder & Chief Executive Officer:

For over 25 years Jim has worked with and for independent financial advisors. He has an extensive background in strategic planning, business development, relationship management, business combination/operational integration, and developing highly effective management teams and businesses. Jim served as President and CEO of AIG Financial Advisors, Inc. (now known as Sagepoint Financial, Inc.), which under his leadership grew to the 6th largest independent RIA and broker dealer in the U.S. with over 3,000 financial advisors generating in excess of $400 million of revenues. His new advisory services business model grew to service financial advisors overseeing in excess of $30 billion of U.S. based client assets.


Craig Morningstar – DWA Chief Operations Officer:

With industry experience at major firms, independent broker-dealers, turn-key asset management providers and RIAs. His extensive experiences as a business owner, practice manager, and compliance and business consultant are invaluable to advisors.  Craig began his financial industry career in 1987 as 401k educator. Securities and insurance licensed since 1991, he brings a broad range of experience to DWA, including previous roles as a financial planner, institutional trader and manager, branch manager, compliance and audit officer, chief operating officer and president.


DWA's professional's designations:  AIF (Accredited Investment Fiduciary), QPFC (Qualified Plan Financial Consultant), PPC (Professional Plan Consultant), CFA (Chartered Financial Analyst), CFP (Certified Financial Planner) and others.  Our team of ERISA professionals cumulatively has decades of ERISA experience.